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Biden announces tightening of advanced chip export controls

Biden announces tightening of advanced chip export controls

2025-01-14

On Jan. 13, the White House announced new and tighter export controls over advanced chips used in AI technologies. This new frameworks limits exports to about 120 countries, which the US administration believes will close loopholes for 22 US adversaries, including China. After the news broke, Nvidia shares fell 1.97% and TSMC American depository receipts fell by 3.36%. Let’s hear more.

CNN reporter
And these are just the latest restrictions on AI technology sales to China, which of course is all aimed at blocking China from increasing and advancing its military and industrial development and maintaining US technology leadership.

Ma Yu-chun
Chung-Hua Institution for Economic Research
The US’ attitude toward China is actually a bipartisan consensus. Chinese clients worked their way around to get TSMC chips. That made the Biden administration believe they’ve not plugged all loopholes.

The announcement is seen as a black swan event by experts, considering it’s the last week before US President-elect Donald Trump takes office. If Trump were to uphold the tightened restrictions, there will likely be implications for global supply chains.

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拜登最後階段"出重拳"! 嚇壞輝達.台積電ADR股價

2025-01-14

美國總統拜登卸任前,針對AI晶片出口管制方案列出三級管制,嚴格禁止AI晶片,繞道銷往中國等22國,消息一出,輝達股價下跌1.97%、台積電ADR也跌3.36%。

[[CNN記者]]
“美國對AI科技銷售給中國的最新限制,目的當然是阻止中國升級,和推進其軍事和工業發展,並保持美國科技的領導地位。”

[[中經院研究員 馬毓駿]]
“美國對中國這個態度,其實是兩黨的一個共識。中國的客戶,繞道去取得這種台積電的晶片,這個其實就讓拜登政府覺得說,他們這個漏洞是不是堵得不夠。”

1月20日川普即將上任,專家認為黑天鵝即將來臨,調升關稅、通膨2.0,地緣政治也得重新布局,相關供應鏈不得不提前因應。

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